AWM
MTN icon

AE Wealth Management’s Vail Resorts MTN Stock Holding History

AE Wealth Management’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,610
Closed -$384K – 1957
2022
Q4 		$384K Buy
1,610
+114
+8% +$26.7K ﹤0.01% 1402
2022
Q3 		$323K Buy
1,496
+63
+4% +$14.3K ﹤0.01% 1444
2022
Q2 		$312K Sell
1,433
-1,080
-43% -$264K ﹤0.01% 1421
2022
Q1 		$654K Buy
+2,513
New +$684K ﹤0.01% 1093
2021
Q2 		– Sell
-1,879
Closed -$548K – 1646
2021
Q1 		$548K Buy
+1,879
New +$547K 0.01% 989
2020
Q3 		– Sell
-3,062
Closed -$558K – 1338
2020
Q2 		$558K Buy
+3,062
New +$536K 0.01% 836
2020
Q1 		– Sell
-3,264
Closed -$783K – 1227
2019
Q4 		$783K Buy
3,264
+24
+0.7% +$5.68K 0.02% 586
2019
Q3 		$737K Sell
3,240
-490
-13% -$116K 0.02% 517
2019
Q2 		$832K Buy
+3,730
New +$829K 0.03% 457

Other funds holding MTN

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return